Weakness in Delaware Ivy Science and Technology I's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 53.97 / 1.66 %
- Total Assets 5.1 Bil
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Adj. Expense Ratio
- Expense Ratio 0.960%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Technology
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 53%
Morningstar’s Analysis ISTIX
Will ISTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.